IFA Administrator / Client Support
Westerham, Kent
Full?time | Permanent | Office?based
£26,000 – £34,000 DOE
We are supporting a well?established and growing financial planning firm in Westerham who are looking to recruit an IFA Administrator / Client Support to join their busy support team.
This is an excellent opportunity for someone with 1+ year of IFA administration experience, or a graduate with relevant IFA exposure or internship experience, who is keen to develop within financial services and progress long?term.
The Role
As a Client Support Administrator, you will provide high?quality administrative support to Financial Advisers, ensuring clients receive an exceptional and well?organised service throughout the advice process.
You’ll work closely with advisers, colleagues and third parties, supporting new business, reviews, and ongoing client servicing.
Key Responsibilities
- Provide comprehensive administrative support to Financial Advisers
- Manage client appointments, diaries, and meeting preparation
- Prepare client packs and paperwork before and after meetings
- Request valuations and policy information from providers and third parties
- Liaise with internal teams to ensure timely receipt of information
- Maintain and update client records and financial plans using Intelligent Office (IO) and PFP
- Support portfolio reviews, new business submissions and post?sale administration
- Ensure all documentation meets compliance requirements
- Track adviser progress and identify areas where additional support is needed
- Maintain accurate client lists and records
- Build effective relationships with product providers and stakeholders
- Prioritise workload effectively and manage multiple tasks at once
- Commit to ongoing learning and development
What They’re Looking For
Essential:
- Around 1+ year experience in an IFA or financial services administration role
- Strong organisation, attention to detail and time?management skills
- Confident telephone manner and clear written communication
- Ability to work under pressure and meet deadlines
- Proactive, engaged and team?focused attitude
Desirable (but not essential):
- Experience using Intelligent Office
- Degree or internship exposure within an IFA / wealth management firm
- Strong understanding of basic financial products and planning concepts
Graduates with relevant IFA internships or placements will also be considered for entry?level roles.
Salary & Progression
- £26,000 – £34,000, depending on experience and level
- Entry?level Client Support with progression into Executive Client Support
- Clear internal development pathway, including potential progression into a trainee adviser route
- Salary reviews and potential increases post?probation
Working Pattern
- Fully office?based during probation
- After 6 months: up to 2 days working from home per month, subject to approval and business needs
Benefits
- Holiday starting at 22 days, increasing with service (up to 26 days)
- Pension: 6% employer / 3% employee
- Group income protection
- Enhanced sick pay scheme
- Life insurance (4x salary)
- Employee Assistance Programme
- Cycle to Work scheme
- Loyalty holiday scheme
- One volunteering day
- Free on?site parking
- Payroll giving scheme
- Access to a Financial Adviser
- Discounts at sister companies
Interview Process
- Stage 1: Short Teams screening
- Online English & maths assessment
- Stage 2: Interview with Operations Director (Teams or on?site)
Apply Now
If you’re an IFA Administrator or Client Support professional looking to join a supportive firm with genuine progression opportunities, we’d love to hear from you.
Apply now for confidential consideration.